Anic Equity¶
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Total return since start: 0.553 %¶
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Equity now: -----------------------------> 47441.39 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46046.54 Kr¶
PnL: ---------------------------------------> -842.03 Kr¶
DD now: ---------------------------------> -2.444 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 15:37:55.105042'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -2.730000 | 3151.200000 | 180.200000 | 6.070000 | 2971.000006 |
| HEBA B | 70 | -2.130000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.050000 | 425.200000 | 70.200000 | 19.770000 | 355.000000 |
| Corem Property Group B | 59 | -2.420000 | 641.920000 | 64.920000 | 11.250000 | 576.999999 |
| HMS Networks | 2 | -0.890000 | 709.200000 | 36.200000 | 5.380000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 1.720000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Coor Service Management Hold. | 8 | 0.810000 | 548.800000 | 16.800000 | 3.160000 | 532.000000 |
| Eastnine | 4 | -0.470000 | 507.200000 | 16.200000 | 3.300000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.250000 | 261.360000 | 15.360000 | 6.240000 | 246.000000 |
| Midsona B | 63 | -1.250000 | 597.240000 | 14.240000 | 2.440000 | 582.999984 |
| Resurs Holding | 22 | 0.340000 | 585.640000 | 11.640000 | 2.030000 | 573.999998 |
| OEM International B | 7 | -1.790000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Norva24 Group | 16 | -4.280000 | 551.360000 | 8.360000 | 1.540000 | 543.000000 |
| Intrum | 4 | -0.630000 | 532.600000 | 5.600000 | 1.060000 | 527.000000 |
| Karnov Group | 9 | 1.860000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| MedCap | 2 | -1.160000 | 425.000000 | 4.000000 | 0.950000 | 421.000000 |
| AcadeMedia | 12 | 0.820000 | 559.440000 | 2.440000 | 0.440000 | 557.000004 |
| Essity B | 2 | -0.690000 | 576.000000 | 2.000000 | 0.350000 | 574.000000 |
| Essity A | 4 | 0.000000 | 1150.000000 | 1.000000 | 0.090000 | 1149.000000 |
| Handelsbanken A | 5 | -1.930000 | 546.250000 | 0.250000 | 0.050000 | 546.000000 |
| Creaspac SPAC | 6 | 0.000000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Swedbank A | 3 | -1.820000 | 559.800000 | -4.200000 | -0.740000 | 564.000000 |
| Nordea Bank Abp | 29 | -1.250000 | 3447.520000 | -6.480000 | -0.190000 | 3453.999992 |
| Securitas B | 6 | -0.780000 | 562.560000 | -7.440000 | -1.310000 | 570.000000 |
| Boozt | 12 | 0.960000 | 1646.400000 | -7.600000 | -0.460000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | -5.050000 | 552.300000 | -9.700000 | -1.730000 | 562.000005 |
| CTEK | 13 | -0.560000 | 510.250000 | -23.750000 | -4.450000 | 533.999999 |
| Vivesto | 1368 | -1.140000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| International Petroleum Corp. | 5 | 1.270000 | 519.000000 | -75.570000 | -12.710000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.740000 | 3748.500000 | -101.500000 | -2.640000 | 3850.000000 |
| SAAB B | 8 | -0.920000 | 3269.600000 | -107.400000 | -3.180000 | 3377.000000 |
| OX2 | 18 | -0.640000 | 1534.500000 | -129.500000 | -7.780000 | 1663.999992 |
| Axfood | 13 | -0.180000 | 3572.400000 | -183.600000 | -4.890000 | 3756.000001 |
| Fasadgruppen Group | 35 | -1.570000 | 3500.000000 | -311.000000 | -8.160000 | 3810.999990 |
| Ovzon | 52 | -2.060000 | 2964.000000 | -398.000000 | -11.840000 | 3361.999992 |
| TOTAL | 46046.540000 | -842.030000 | -2.44397% | 46888.564618 |
Updated:¶
'2023-01-13 15:38:07.490602'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
